I have a question regarding the record types. I have an Object and it has two record type. Every Record type has a different lightning page layout.
Record types are : 1. New Record, 2 Quotes Attached.
When someone creates a new record by default they can only create "New Record". Once they send that record for approval and it gets approved, then I want to make that record "Quotes attached" and also change the Lightning page layout as well.
For this I have created a process builder in which I when approval status is Approved then change the record type.
Now strange thing is that if I manually change the approval status, the process builder is working but when approval status is changed by Approval process then record type is not changing and so the lightning page.
Is there any thing I am missing?
Thanks in Advance
2 risposte
Hi Jas,
In your approval process, you're probably using a field update action to change the status. Open that action nd tick the checkbox that allows it to reevaluate other workflow rules after the change.
